LFA

Legacy Financial Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.57M
3
+$2.15M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.66M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.42M

Top Sells

1
+$3.94M
2
+$2.47M
3
+$876K
4
PG icon
Procter & Gamble
PG
+$703K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$479K

Sector Composition

1 Financials 8.46%
2 Consumer Staples 4.62%
3 Technology 2.83%
4 Healthcare 2.74%
5 Energy 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$7K ﹤0.01%
2,739
+1,035
677
$7K ﹤0.01%
77
678
$7K ﹤0.01%
252
+53
679
$7K ﹤0.01%
503
+16
680
$7K ﹤0.01%
440
681
$7K ﹤0.01%
441
-60
682
$6K ﹤0.01%
147
-23
683
$6K ﹤0.01%
186
684
$6K ﹤0.01%
80
685
$6K ﹤0.01%
66
+11
686
$6K ﹤0.01%
59
+29
687
$6K ﹤0.01%
69
688
$6K ﹤0.01%
40
+5
689
$6K ﹤0.01%
150
690
$6K ﹤0.01%
+51
691
$6K ﹤0.01%
628
+264
692
$6K ﹤0.01%
1,059
693
$6K ﹤0.01%
86
+14
694
$6K ﹤0.01%
158
-71
695
$6K ﹤0.01%
+102
696
$6K ﹤0.01%
96
697
$6K ﹤0.01%
36
+30
698
$6K ﹤0.01%
192
699
$6K ﹤0.01%
340
700
$6K ﹤0.01%
174
-26
26 27
28
29 30